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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,748 | $82,674-81.0% | $125,381-87.4% | $68,486-77.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -19.68% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,011 | $3,382-70.1% | $4,815-79.0% | $2,597-61.1% |
| Participant deferral / active EE | $7,229 | $6,111+18.3% | $7,448-2.9% | $4,028+79.5% |
| Admin fee / account holder | $2,636 | $6,277-58.0% | $10,007-73.7% | $5,404-51.2% |